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    • A FEW WORDS ABOUT US

      We here at Griffis Wealth Management specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY ARTICLE

    • IRA BLOG

    • Fixed Indexed Annuities: Principal Protection and Growth Potential

      Fixed Indexed Annuities: Principal Protection and Growth Potential Whether aiming for asset growth or protection, clients today face tough decisions when it comes to investing their retirement assets. They may be concerned about tying up money in a low-rate fixed account and missing the boat if rates increase. And with the unpredictable stock market, clients may see securities and variable [...]

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      CELEBRATING THE 22ND ANNIVERSARY OF FIXED INDEXED ANNUITIES

      CELEBRATING THE 22ND ANNIVERSARY OF FIXED INDEXED ANNUITIES Move aside, Valentine’s Day… there’s another reason to celebrate! This week, we’re commemorating the 22ndanniversary of Fixed Indexed Annuities (FIAs). While we can’t guarantee flowers or heart-eyed emojis, this anniversary marks the continuous advancement of a retirement product that can offer guaranteed lifetime income. Fixed[...]

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      FALL IN LOVE WITH YOUR RETIREMENT SAVINGS PLAN

      FALL IN LOVE WITH YOUR RETIREMENT SAVINGS PLAN Finding your soulmate and saving for retirement actually have a lot in common. Both can be intimidating, require careful planning and lead to some nerve-wracking decisions. However, making informed steps in both scenarios can leave you feeling happy and secure. Fall in love with your retirement savings plan with these helpful tips: ALL YOU [...]

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    • PROHIBITED TRANSACTIONS

      January 16, 2019

      By Andy Ives, CFP®, AIF® IRA Analyst If I decide to climb on the roof of my house and try to ride a unicycle while blindfolded, it is not illegal. Dangerous, yes, but not in violation of any laws. If I elect to randomly jump off a bridge under the guidance of the Usually Successful Bungee Jump Company, it is my prerogative. Again, not against the law, but potentially destructive. And [...]

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      By Jeremy T. Rodriguez, JD IRA Analyst In my last installment, I talked about one of my two favorite beginning of the year topics when it comes to retirement planning: New Year’s Resolutions (https://www.irahelp.com/slottreport/easy-new-year’s-resolutions-your-retirement). Here, I want to talk about the second topic, the most important laws, regulations, rulings, and decisions from 2018 that[...]

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      By Sarah Brenner, JD IRA Analyst Question: Dear Ed, Thanks for all your work on the retirement frontier.  I have a question…we have married clients who are age 70 (he) and 62 (she).  Both clients have IRAs.  The 62-year-old client just passed away.  I know that the surviving spouse can rollover the decedent’s IRA into his IRA and the RMDs will begin (on the combined funds’ [...]

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